
ExcelMonkey
3K posts


@rickpiedade @Smurfy1615052 @TuckerKraft Ikr, bro wants to talk about morals then spends his day on race theory 😂
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@Smurfy1615052 @rickpiedade @TuckerKraft Lil boy got his feelings hurt, maybe your sky jew can cure your problems loser 😂
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@MonkeyExcel @rickpiedade @TuckerKraft The Jews in the Bible aren’t the same ugly ass jews who occupy Israel today. Good try tho queer
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I’m very curious what the bible says about what your brother did in those Penn State locker rooms…
Terrence Parsons Jr@Tpars_boii
Finally somebody said it… I have no problem with LBGTQ but at the end of the day open your bible god calls it an abomination getting canceled or losing your job for speaking the TRUTH is despicable. He said nothing wrong he’s not bashing or being hateful just speaking simple truth
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@Charlie28962870 If only he could deal with the Jewish nightmare!
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Iran will never have the opportunity for a nuclear weapon ever again.
President Trump is saving the world from Islamic terror!!!
Truly one of the great leaders of our time 🇺🇸❤️
Disclose.tv@disclosetv
NOW - Trump: "They've [Iran] agreed they will never have a nuclear weapon. They've agreed to that."
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@rufw91 @WyronGaines I’m sorry but I can’t agree with that, there is a clear distinction in a system thats whole purpose was to exterminate a specific group of people compared to casualties in a conflict
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@MonkeyExcel @thecinelost I have it in my top 4 on Letterboxd
Love that film
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@doomernat22 Imagine thinking it's good to let innocents die. Cry baby Fuentes fags
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This is factually not true and this is the exact same reasoning why we're in this mess.
US is completely reliant on Japan/China. eg. InP feedstock/substrates for AI with photonics.
US is reliant on China for manufacturing bodies of humanoids.
US is reliant on Russia/other enemies (won't disclose specific names since it's national security risk) through some niche chokepoints.
US is reliant on Taiwan/Korea for high end semiconductors.
US is reliant on Europe for high-end machines ( $AXIA, $AMSL type) or specific substrates ( $SOI ).
Again, supply chain is interconnected. This type of take is the exact reason why the current administration thought it had all the cards.
Name one US company that can supply enough raw feedstock required for InP substrates for AI.
Name one US company that can completely replace $ASML today.
You can't because they don't exist yet.
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Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.
One of the best times in a long time to buy quality.
Ignore the bears.
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ExcelMonkey 리트윗함
ExcelMonkey 리트윗함

Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue growth from $MSFT Maia Ramp.
$AVGO - Long hyperscaler ASIC
$LITE - Long OCS / Google TPU
Win Semi - Foundry exposure to frontier industries
$TSEM - Long photonics, backlogged
SK Hynix - Memory exposure, extreme operating income ramp
With some barbell exposure away from Hyperscaler capex aside from Amazon:
$VNP - Long term rare earths for Western Supply chains
$NEO (TCX) - Robotics Supply chains
$AMZN - Robotics/AI cutting opex
$CRCL - Stablecoin long
$RDDT - Ridiculously high profit
$GLD - Safe Hedge
$IBIT - Halving 2028
$CVX Calls - Oil Hedge
And maybe long term (you know it's coming):
$INTC / $AMKR- Made in America supply chains
$SOI - Silicon Photonics / CPO substrates.
$RKLB - Long term call on Space industry
Then pick one or two small cap moonshots:
$SIVE - CW Laser Chokepoints or $IQE for Landmark rerating on restructuring were my two favorites.
There's others I've mentioned like $AEHR for testing or $VPG for Optimus.
How I actively manage my own stuff from $AXTI and others is a lot different risk profile than what others should do.
Going full port into high-beta in this macro environment is not the best idea.
5k to 5000k@Ud197601
@aleabitoreddit @BitcoinAIGuy Do you mind sharing a core diversified list for those looking to allocate smaller accounts? Under $250k? Wasnt sure if your list has changed from recent macro events
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@jt_martin @danorlovsky7 You're so smart that you can't understand sarcasm
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@danorlovsky7 bro he won back to back national titles in '23 and '24 and turned down $70 million from the Lakers. what more do you need him to do, walk on water? Dan Orlovsky ran out the back of his own end zone and he's questioning a two-time champ
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ExcelMonkey 리트윗함

Don't pay for Apple Music, use ESound
Don't pay for Netflix, use Flixio
Don't pay for Peacock, use GlitchTV
Don't pay for Hulu, use ShowZone
Don't pay for Disney, use Netmirror
Don't pay for Spotify, use Lyra
Don't pay for Prime Video, use CineHub
Don't pay for Paramount+, use EpicFlix
Don't pay for YT Premium, use Brave browser
Don't pay for HBO Max, use Moviebox
Don't pay for Apple TV, use Streamly
(SAVE THIS before disappearing).
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@ImperiumFirst People like this make you start to believe that goyim are in fact beasts that only resemble people.
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Literally on the brink of tears over Tiger Woods, man the fuck up nigga
Dan Rapaport@Daniel_Rapaport
Tiger arrested behind the wheel. Again.
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